Upcoming events

CPA Continuing Education Seminar

  • Hosted and presented by Bruce Coldsmith, Private Wealth Advisor and Jennifer Ryder, Financial Advisor
  • This seminar is sponsored by Putnam and Fidelity.

The Qualified Business Income Deduction Hosted and presented by Bruce Coldsmith, Private Wealth Advisor and Jennifer Ryder, Financial AdvisorAmeriprise Financial

Cybersecurity in a Digital and Interconnected WorldPresented by M. Justin Thomas, Regional Director, Goldman Sachs

Tax Strategies for the Current Landscape Presented by Jon Splaine, Senior Regional Advisor Consultant, Putnam Investments

Planning for Health Care in Retirement Presented by Kelly Sicord, Regional Director, Fidelity Institutional Asset Management This is an informational seminar. There is no cost or obligation.

Please plan to attend the following seminar where LUNCH will be provided.

For more information: call us at 251.344.5551 or email us at EVA.P.BURNETT@AMPF.COM

Ameriprise Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

If you have questions or concerns regarding your CPE credits, or program cancellation policy, please send a note to seminar.and.event.consulting@ampf.com.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Past events

Understanding Medicare- The Ins and Outs of Medicare coverage

  • Jim Arizini, CFP® CIMA®, Regional Vice President - John Hancock Investment Management
  • Coldsmith, Ryder & Associates, a private wealth financial advisory practice of Ameriprise Financial
  • John Hancock Investment Management

This is an informational seminar. There is no cost or obligation. John Hancock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved.

Raising Financially Aware Kids - Understanding the Value of a Dollar From Toddler to Teen

  • Bruce Caldwell, Vice President - American Century
  • Coldsmith, Ryder & Associates, a private wealth financial advisory practice of Ameriprise Financial
  • American Century Investments

Kids often rely on their parents or caregivers for information on how to manage money. This complimentary seminar will highlight some important money concepts that you share with your kids to help them better understand:

  • Their values and money
  • How they can earn money and experience
  • Basic saving and investment strategies
  • Responsible budgeting and borrowing practices
  • The importance of giving back

Lunch will be provided.

This is an informational seminar. There is no cost or obligation. American Century and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved.

Shred Party

  • Coldsmith, Ryder and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Take advantage of this opportunity to safely and securely dispose of confidential documents. They will be destroyed in a mobile shredding truck in our parking lot while you watch. No need to remove staples or clips because industrial shredders will easily shred through them.

Estate Planning Webinar

  • Margie Williams, Attorney at Davis & Fields, P.C. Attorneys
  • Coldsmith, Ryder and Associates, a private wealth advisory practice of AmeripriseFinancial Services LLC.

What Could Happen Without Proper Planning…

This is an informational event.There is no cost or obligation.Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.AMERIPRISE FINANCIAL SERVICES, LLC MEMBER FINRA AND SIPC.©2021 AMERIPRISE FINANCIAL, INC. ALL RIGHTS RESERVED.3479719ACMR0321